Sales Force Automation (SFA) is an important function that streamlines and enhances the operations of your sales team. SFA includes.
the key activities needed by your sales team including Lead Management, Opportunity Management, Account & Contact Management, Sales Pipeline Management, Sales Forecasting, Sales Analytics, and others.
Lead Management
Sales leads are a vital resource for sales and Mycrmsoft offers sales teams a full range of lead management functions
If you are selling a product in a competitive market, you need to be able to follow through with promising leads quickly, before the competition beats you to it. CRM software which has automated lead qualification incorporated into its design automatically prioritises the leads that are most likely to pay off. A software package that offers automated report generation can make it easier to keep track of business performance, so that you can refine and hone your company's strategy where sales and marketing are concerned
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Lead Management
Sales leads are a vital resource for sales and Mycrmsoft offers sales teams a full range of lead management functions.
Manage leads end-to-end (from creating leads to converting them into opportunities
Capture leads directly from your Web site and transfer to Mycrmsoft .
Customize online lead form as per your organization requirements
Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns
Add multiple products to the leads.
Qualify leads to next stage based on information captured in lead details
Convert leads into sales opportunities, accounts, and contacts with a single-click
Lead conversion mapping for all the custom fields
Create fully customizable lead reports
Export leads to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis
Opportunity Management
Opportunity Management is another important sales function covered by Mycrmsoft . Opportunities are labeled Potentials in Mycrmsoft . Mycrmsoft includes the following features for Opportunity Management:.
Track all sales opportunities end-to-end in a sales cycle
Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities
Generate quotes, sales orders, and invoices from the potentials
Create fully customizable opportunity reports
Export opportunities to spreadsheet software, such as Microsoft® Excel®, OpenOffice® and others to analyze the sales pipeline and quickly identify the bottlenecks if any
Qualify leads to next stage based on information captured in lead details
Convert leads into sales opportunities, accounts, and contacts with a single-click
Lead conversion mapping for all the custom fields
Create fully customizable lead reports
Export leads to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis
Account Management
Track all accounts and related contacts, opportunities, cases, and other details from a common repository
Specify parent-child relationships between accounts and their subsidiaries or other divisions
Import accounts from external sources, such as ACT, GoldMine, and other applications
Generate quotes, sales orders, and invoices for the accounts
Track purchase history of the customers and analyze opportunities for up selling and cross selling
Create fully customizable account reports
Export accounts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others to analyze the buying patterns of a customers and set up loyalty programs
Attach customer-specific documents to accounts for a quick reference in future
Contact Management
Track all contacts and related opportunities, cases, activities, and other details from a common repository
Create the hierarchy of contacts within a company to have a better coordination while dealing with customers
Import contacts from external sources, such as ACT, GoldMine, and other applications
Export contacts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis
Synchronize contacts with Microsoft® Outlook®
Activity Management
Add all important customer-related e-mails to Mycrmsoft for quick reference in future
Store all the details of customer meetings and calls in a n intuitive calendar
Manage daily tasks of the Mycrmsoft users to have a streamlined sales process
Reports & Dashboards
Pre-build reports for sales force automation
Sales pipeline analysis by stage
Monthly Sales pipeline analysis
Sales opportunities by lead source
Drill-down the dashboards by time and opportunity stage
